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H.E.R.O.’s Journey in Tech (19 October 2018) – CyberAgent Establishes CAAnimation Label for Original Anime + Bill Gates: How Paul Allen Changed My Life

H.E.R.O.’s Journey in Tech (19 October 2018) – CyberAgent Establishes CAAnimation Label for Original Anime + Bill Gates: How Paul Allen Changed My Life

Companies

  • CyberAgent Establishes CAAnimation Label for Original Anime (ANN)
  • Murata expects ceramic parts shortages to last another 2 years (Reuters); Kyocera, Murata reportedly to expand MLCC production capacities (Digitimes)
  • Line makes a big new push to turn Japan cashless (TIA); Japan’s Line invests in Thai startup for the first time (Nikkei)
  • China’s One-Time Richest Woman Becomes Biggest Loser in Wealth Rout; Lens Technology’s Zhou Qunfei loses 66% of fortune this year (Bloomberg)
  • China Electric Scooter Maker Raises $63 Million in Downsized IPO (Bloomberg)
  • China Post’s Sichuan arm partners with e-commerce platform Pinduoduo (Technode); Meituan challenges Pinduoduo with group deal mini-program (Technode)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Meet the 18 original founders of Alibaba (e27); Cute or cult? Inside Alibaba’s curious nickname culture (Technode)
  • Alibaba uncorks $290 million deal with stake purchase in wine e-tailer 1919.cn (Reuters)
  • Tencent to bring WeChat and mini programs to autonomous driving (Technode, TIA)
  • Struggling Tencent seeks to heal internal rifts; Once China’s most valuable company, tech giant hopes reboot ends fragmented culture (FT)
  • Apple IPhone Helps Give TSMC an Instant Hit; Its latest chipmaking technology has had one of the fastest uptakes in recent history. (Bloomberg); TSMC’s Troubles Piling Up Show Risk for Global Tech; Keep an eye on inventory levels at electronics makers as this earnings season (Bloomberg); Apple chip maker TSMC’s sales outlook disappoints as global smartphone, cryptocurrency mining demand stalls (SCMP); TSMC to Remain Sole iPhone Chip Supplier, Could Provide ARM-Based Chips for Mac in 2020, Apple Car Chips in 2023 (MR)

FAANNMG – Facebook, Amazon, Apple, Nvidia, Netflix, Microsoft, Google

  • Amazon Wants India to Shop Online, and It’s Battling Walmart for Supremacy (Bloomberg)
  • Netflix and Amazon Leave Little Room for Streaming Video Latecomers (Bloomberg); After Uber, Netflix May Be Next to Tap Starved Junk Market (Bloomberg); Netflix needs lower prices to woo India (Reuters); Netflix’s pricing power (II)

Asia Tech & Innovation Trends

  • China’s ByteDance is taking the social media world by storm (CNN)
  • Hong Kong sweeteners fail to lure Chinese tech listings; Start-ups put off by HKEX’s lengthy IPO vetting procedures and stricter scrutiny (FT)
  • Ucommune makes fifth acquisition this year as it seeks to battle co-working space rival WeWork in China (SCMP)
  • Small China e-commerce firms to be hit hard by US withdrawal from Universal Postal Union (SCMP)
  • Myanmar’s new e-book app cracks unopened market; Top telecom MPT sees opportunity in country’s bookstore shortage (Nikkei)
  • India’s Oyo aims to disrupt global hotel industry; Born entrepreneur brings high tech hospitality to budget business (Nikkei); SoftBank-backed budget hotel aggregator OYO to invest US$100M in Indonesia (e27)

Global Tech & Innovation Trends

  • Collaboration software company Atlassian is targeting growth from its core user base of IT teams, envisioning a future in which developers are on call 24/7 to handle tech outages. (AFR)
  • Rent the Runway and WeWork’s deal encourages you to wear rented clothes at your rented desk (qz)
  • Planned IPO will test the value of Uber’s network; With its army of human drivers, the group should be best placed to bring in new tech (FT)
  • SAP: partly cloudy; Business transitions require patience (FT)
  • WeWork targets Japanese big business in aggressive expansion; Push comes as large groups try to adapt to digital era with flexible work spaces; WeWork believes Japan can become one of its core international growth markets (FT)
  • Can Sonos beat back the tech giants? An American maker of high-end wireless speakers battles Google and Amazon (Economist)
  • Building a Smart Robot for Seniors; Danielle Ishak left Alphabet’s X in search of a home assistant the elderly might actually want. (Bloomberg)
  • Square Unveils ‘Terminal’ to Rival Keypad Credit-Card Machines (Bloomberg)
  • Micron to buy Intel’s stake in joint venture IM Flash Technologies (Reuters)
  • De Beers eyes tech markets for synthetic diamonds future (Reuters)
  • CIS demand from handset, automotive sectors set to boom in 2019 (Digitimes)
  • Arm’s Neoverse will be the infrastructure for a trillion intelligent devices (VB)
  • Introducing Vehicle 2.0 (Forbes)
  • WarnerMedia to Launch Direct to Consumer Streaming Service in Late 2019 (Variety)

Life

  • Bill Gates: How Paul Allen Changed My Life (WSJ)
  • Podcast #450: How to Make Time for What Really Matters Every Day (AOM)
  • Man Who Bared `Enigma Network’ Has New Hong Kong Stock Alert (Bloomberg); The Huarong-CMB network: 26 stocks not to own (Webb); Huarong and China Singyes Solar Technologies (0750) (Webb); Three missing chairmen among top 10 most wanted fraud suspects in Hong Kong (SCMP)
  • Elizabeth Gilbert on Love, Loss, and How to Move Through Grief as Grief Moves Through You (BP)
  • How To Have More Energy: 3 Powerful Secrets From Research (Eric Barker)
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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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